Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PSI)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PSI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.16KNew |
$163K - $251K
|
4.16K
$254K
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
8.55KNew |
$336K - $516K
|
8.55K
$522K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-7- 0.13% |
$275 - $422
|
5.45K
$332K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
82+ 0.92% |
$3.22K - $4.95K
|
8.97K
$547K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.6K- 29.98% |
$62.7K - $96.2K
|
3.73K
$227K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
29New |
$1.14K - $1.75K
|
29
$1.77K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
825+ 458.33% |
$32.4K - $49.8K
|
1.01K
$61.3K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.26KNew |
$128K - $197K
|
3.26K
$199K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60- 5.9% |
$2.36K - $3.62K
|
957
$58.4K
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-19.8K- 54.54% |
$936K - $1.28M
|
16.5K
$1M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-293- 3.0% |
$13.9K - $19K
|
9.46K
$577K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-67.2K- 26.11% |
$3.18M - $4.37M
|
190K
$11.6M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.3K+ 3876.58% |
$204K - $280K
|
4.41K
$269K
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
35+ 17.95% |
$1.66K - $2.27K
|
230
$14K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.24K+ 2.46% |
$58.7K - $80.4K
|
51.6K
$3.15M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-500- 3.26% |
$23.7K - $32.5K
|
14.8K
$905K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-677- 4.49% |
$32.1K - $44K
|
14.4K
$878K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.9K- 11.26% |
$1.51M - $2.08M
|
252K
$15.4M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.2K+ 16.85% |
$624K - $855K
|
91.3K
$5.57M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.44K+ 22.25% |
$68.3K - $93.6K
|
7.92K
$483K
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-4.73K- 38.31% |
$224K - $307K
|
7.61K
$464K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-771- 4.87% |
$36.5K - $50.1K
|
15K
$918K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.89K+ 2.71% |
$137K - $188K
|
109K
$6.67M
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
183+ 3.31% |
$8.67K - $11.9K
|
5.71K
$348K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.69K- 9.41% |
$80K - $110K
|
16.3K
$992K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
813+ 1.55% |
$38.5K - $52.8K
|
53.2K
$3.24M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.3K- 70.96% |
$680K - $932K
|
5.87K
$358K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.02K+ 1.7% |
$95.8K - $131K
|
121K
$7.38M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$540K - $741K
|
11.4K
$695K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-154KClosed |
$7.31M - $10M
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.7K- 6.51% |
$603K - $827K
|
183K
$11.2M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.17% |
$47.4 - $65
|
602
$36.7K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-965- 69.93% |
$45.7K - $62.7K
|
415
$25.3K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.71K- 7.51% |
$460K - $631K
|
120K
$7.3M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-25- 50.0% |
$1.18K - $1.62K
|
25
$1.53K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-20.8K- 10.63% |
$984K - $1.35M
|
175K
$10.6M
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
125+ 1.14% |
$5.92K - $8.12K
|
11.1K
$674K
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-4.11K- 22.41% |
$195K - $267K
|
14.2K
$869K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
785+ 1.0% |
$37.2K - $51K
|
79K
$4.82M
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
82New |
$3.89K - $5.33K
|
82
$5K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
663+ 21.52% |
$31.4K - $43.1K
|
3.74K
$228K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
497+ 12.7% |
$23.5K - $32.3K
|
4.41K
$269K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.52K- 13.19% |
$356K - $488K
|
49.5K
$3.02M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-189- 0.86% |
$8.95K - $12.3K
|
21.9K
$1.33M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8New |
$379 - $520
|
8
$488
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.34K+ 1.99% |
$63.3K - $86.7K
|
68.5K
$4.18M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.42K- 45.79% |
$446K - $612K
|
11.2K
$680K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.75K- 34.75% |
$130K - $178K
|
5.16K
$315K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-198- 46.37% |
$9.38K - $12.9K
|
229
$14K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
300New |
$14.2K - $19.5K
|
300
$18.3K
|